+8.3%
HSY vs NVS
+37.6%
-29.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +3.2% |
| 7D | +6.6% | +5.7% | +0.8% | +5.1% |
| 30D | +8.4% | +17.1% | -8.7% | +4.4% |
| 3M | -1.8% | +7.6% | -9.4% | -4.3% |
| 6M | -2.6% | +14.1% | -16.7% | -6.8% |
| YTD | -2.0% | +23.3% | -25.3% | -5.3% |
| 1Y | +8.3% | +36.0% | -27.7% | +3.6% |
| All | +8.3% | +37.6% | -29.3% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling